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CPE Catalog & Events

Showing 13335 Webcasts Results

Advanced ChatGPT for Accountants

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction to ChatGPT and its Applications in Accounting.Custom Instructions (CI) for Persistent Context in Financial Conversations.Analyzing Financial Statements and News Releases using ChatGPT.Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.Image Analysis for Asset, Space, and User Interface Design.Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.

HR Investigations - Episode 2 - Interview Techniques

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Online

2.00 Credits

Member Price: $109

Interview terminology Types of questions Levels of listening Verbal and nonverbal communications Documenting results

Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions

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Online

2.00 Credits

Member Price: $99

Funding options for Roth accounts 529 plans to Roth IRAs Backdoor Roth strategies The new Roth SEP and Roth SIMPLE IRAs Roth 401(k) contribution rules The tax impact of rolling a 401(k) to a Roth IRA Who can start the Roth IRA 5-year clock? The 5-year rules for Roth 401(k)s and Roth IRAs Direct and indirect Roth conversions Direct and indirect rollovers from Roth 401(k) plans The risky recapture of the 10% penalty How the ordering rules work and when they apply FIFO rules for Roth IRAs Case studies and cheat sheets to reinforce concepts

Let's Meet at the Intersection of Fraud and Ethics

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Online

4.00 Credits

Member Price: $159

Examination of actual frauds Discussion of internal controls that could have prevented frauds Contemplation of epiphanies for your own professional scenarios The AICPA Code of Professional Conduct Other elements of professional conduct and compliance with professional standards

Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer

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Online

4.00 Credits

Member Price: $159

AICPA professional standards EQCR expectations Firm-specific considerations Best practices for reducing the frequency of review points Best practices for mitigating the severity of review points Examples of common EQCR deficiencies The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26 An interactive, hands-on EQCR simulation

Federal Tax Update for Business with Doug Van Der Aa

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Online

4.00 Credits

Member Price: $159

"Tax-mageddon" - the all-important impending expiration/extension/renewal of the TCJA Other recent legislative, judicial, and IRS developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues S corporation and partnership developments Other miscellaneous business developments

Nonprofit Accounting and Financial Reporting Explained

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Online

8.00 Credits

Member Price: $275

Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures Executive summary of recent Accounting Standards Updates  Overview of fair value disclosure requirements and implementation issues Discussion of issues related to donor-restricted endowment funds Classification of net assets and reclassifications Endowments, including accounting, disclosures and UPMIFA Noncascontributions Contributions received and receivable Expense recognition issues Reporting expenses by function and nature Other relevant matters unique to the nonprofit environment

Preparing to be a Forensic Accountant - Focus on Digital Forensics

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Online

1.80 Credits

Member Price: $79

Forensic Accounting Accounting Auditing Finance

Microsoft Excel: Moving Beyond the Basics

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Online

2.00 Credits

Member Price: $109

Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis

Not Just Your Everyday FASB Update

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Online

4.00 Credits

Member Price: $159

Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements

Seeing Beyond the Numbers: Analysis for CFOs & Controllers

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this class include:Purpose of Financial Statement AnalysisComparing Actuals vs. Expectations & BenchmarkingCase Studies 1 & 2Ratio AnalysisCase Study 3Analysis of Statement of Cash FlowsCase Studies 4 & 5Other Uses of Ratios

Determining Reasonable Compensation for Owner Employees

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Online

1.00 Credits

Member Price: $55

The major topics covered in this class include:An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignmentsExecutive compensation components, including the valuation of non-qualified plans and restricted stock units

HR Investigations - Episode 3 - Gathering-Analyzing-Reporting

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Online

1.00 Credits

Member Price: $59

Documentary evidence gathering and analysis Site visits Surveillance Analysis by comparison and contrast Analysis by quantifying and connecting Analysis by identifying patterns Written reports Testifying

Data Extraction, Transformation, Validation the Right Data Sources for Analysis

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Online

2.00 Credits

Member Price: $109

Understand various data types  Structured vs. unstructured data Completeness and validation testing Selecting the right data sources for the job Risks and pitfalls to avoid

Introduction to Single Audit

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Online

2.00 Credits

Member Price: $109

Single Audit Accounting & Auditing Yellowbook

Fraud Case Studies: Professional Misbehavior in the 21st Century

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Online

4.00 Credits

Member Price: $159

AICPA Code of Professional Conduct Understand factors that allowed selected frauds to occur Recognize controls that may have prevented or mitigated selected frauds Consider application of these lessons to circumstances you encounter in your professional endeavors Apply ethical guidance to scenarios that accounting professionals may encounter in public practice

Leadershift: Drive Results Through Ethical Performance Mgmnt

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Online

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:How Inspirational leadership is the foundation that ethically drives results.Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.Hacks for getting great results with specific examples you can leverage in your business:The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow- up.

2024 PCAOB and SEC Update

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Online

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Developments at the PCAOB.Recent trends in SEC comment letters.Enforcement actions and administrative proceedings.Conclusions and predictions for the future.

Implementing an AI-Enabled Marketing Strategy for Your Firm

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Online

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Module 1: Introduction to AI in Marketing   The Basics of AI – Concepts and TerminologyModule 2: Leveraging AI Tools and Technologies   Overview of AI Tools for MarketingModule 3: Practical Strategies for AI Integration   Integrating AI into Your Marketing WorkflowModule 4: Measuring AI-Driven Marketing Effectiveness   Key Metrics for Assessing AI-Driven CampaignsModule 5: Real-Life Case Studies and Success Stories   Case Studies of Firms Successfully Using AI in MarketingModule 6: Developing Your AI-Enabled Marketing Strategy   Creating a Custom AI Marketing Strategy

Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis

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Online

2.00 Credits

Member Price: $109

Forensic Accounting Accounting Auditing Finance